DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Creative Capital Wealth Management Group
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Sean Patrick Gunning | Arkadios Wealth Advisors BD affiliated | Creative Capital Wealth Management Group state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 22, 2025 | Jan 8, 2026 (78 d) |
| Simon F Crew | Arkadios Wealth Advisors BD affiliated | Creative Capital Wealth Management Group state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 29, 2025 | Aug 20, 2024 |
| Derek Dobin | Pruco Securities, LLC BD affiliated | Creative Capital Wealth Management Group state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 16, 2022 | Jun 28, 2022 |
| Elizabeth Marie Pagano | Pruco Securities, LLC BD affiliated | Creative Capital Wealth Management Group state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 18, 2022 | Apr 4, 2022 |
| Frederick Edwin Hubler | Triad Advisors, LLC BD affiliated | Creative Capital Wealth Management Group state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 31, 2019 | Sep 10, 2019 |
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5 moves match.